Maverick
10 years agoExperienced User
hi
we are required by our debtors to provide them with a Contractor Claim form ( NB. this is not an invoice) which i email. i would like to be able to link this document to perhaps the card file or job number.
i then subsequently enter a quote against the debtors job card and enter details to hold there until i receive confirmation of the amount that they are going to pay - then i turn it into an invoice.
unless there is a better method than what i am using, is this likely to ever be available ?
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